Mr. Levin is part of a select group of Financial Services Professionals who have earned both the Chartered Life Underwriter and Chartered Financial Consultant designations. In addition Mr. Levin is a Certified Financial Planner with an active retirement planning and wealth transfer planning practice. In recent years Mr. Levin secured the Chartered Advisor for Senior Living educational credential after successfully completing an accredited regimen of study at the American College in Bryn Mawr, Pennsylvania. Mr. Levin's extensive training and commitment to continuing education affords Preferred NY Financial Group, LLC. access to the most current changes in the complex world of Financial Services and adherence to the industry's strictest code of professional ethics.